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Onyx Bridge Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History

Onyx Bridge Wealth Group’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$191K Buy
10,357
+148
+1% +$2.83K 0.02% 350
2025
Q4 		$193K Sell
10,209
-20
-0.2% -$382 0.02% 342
2025
Q3 		$199K Buy
10,229
+145
+1% +$2.8K 0.02% 342
2025
Q2 		$190K Sell
10,084
-27
-0.3% -$503 0.03% 292
2025
Q1 		$193K Buy
10,111
+89
+0.9% +$1.75K 0.03% 270
2024
Q4 		$196K Buy
10,022
+140
+1% +$2.85K 0.03% 265
2024
Q3 		$205K Sell
9,882
-987
-9% -$19.9K 0.03% 258
2024
Q2 		$214K Sell
10,869
-1,561
-13% -$30.6K 0.04% 241
2024
Q1 		$241K Sell
12,430
-4,056
-25% -$80.9K 0.04% 220
2023
Q4 		$320K Sell
16,486
-480
-3% -$8.93K 0.06% 186
2023
Q3 		$319K Buy
16,966
+204
+1% +$3.9K 0.07% 168
2023
Q2 		$325K Buy
16,762
+183
+1% +$3.55K 0.08% 169
2023
Q1 		$329K Buy
16,579
+114
+0.7% +$2.35K 0.13% 118
2022
Q4 		$337K Buy
+16,465
New +$329K 0.14% 111

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return